Civic Intelligence

Trusted Mentors Inc.

990 • Fiscal year 2017 • EIN 26-2661971

Jan 01, 2017 to Dec 31, 2017 • Filed on May 05, 2018

546 E 17th StIndianapolis, IN 46202

(317) 985-5041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$63,920

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$132,424

Down $91,624 (-41%) from 2016

Net Assets

Down

$130,250

Down $91,541 (-41%) from 2016

Liabilities

Down

$2,174

Down $83 (-3.7%) from 2016

Revenue

Down

$192,392

Down $118,438 (-38%) from 2016

Expenses

Up

$284,332

Up $39,653 (+16%) from 2016

Net Income

Down

-$91,940

Down $158,091 (-239%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $133,921Liabilities 2012: $1,234Net Assets 2012: $132,6872012Assets 2013: $81,348Liabilities 2013: $681Net Assets 2013: $80,6672013Assets 2014: $60,297Liabilities 2014: $382Net Assets 2014: $59,9152014Assets 2015: $157,955Liabilities 2015: $2,315Net Assets 2015: $155,6402015Assets 2016: $224,048Liabilities 2016: $2,257Net Assets 2016: $221,7912016Assets 2017: $132,424Liabilities 2017: $2,174Net Assets 2017: $130,2502017Assets 2018: $129,823Liabilities 2018: $1,535Net Assets 2018: $128,2882018Assets 2019: $85,170Liabilities 2019: $1,808Net Assets 2019: $83,3622019Assets 2020: $88,358Liabilities 2020: $1,121Net Assets 2020: $87,2372020Assets 2021: $169,757Liabilities 2021: $33,542Net Assets 2021: $136,2152021Assets 2022: $276,095Liabilities 2022: $980Net Assets 2022: $275,1152022Assets 2023: $287,638Liabilities 2023: $4,445Net Assets 2023: $283,1932023Assets 2024: $155,435Liabilities 2024: $4,894Net Assets 2024: $150,5412024

Highlighted filing

2017

Assets$132,424
Liabilities$2,174
Net Assets$130,250

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $147,7092012Revenue 2013: $153,947Expenses 2013: $205,967Net Income 2013: -$52,0202013Revenue 2014: $177,139Expenses 2014: $197,891Net Income 2014: -$20,7522014Revenue 2015: $316,438Expenses 2015: $220,713Net Income 2015: $95,7252015Revenue 2016: $310,830Expenses 2016: $244,679Net Income 2016: $66,1512016Revenue 2017: $192,392Expenses 2017: $284,332Net Income 2017: -$91,9402017Revenue 2018: $240,836Expenses 2018: $242,798Net Income 2018: -$1,9622018Revenue 2019: $173,595Expenses 2019: $218,521Net Income 2019: -$44,9262019Revenue 2020: $183,997Expenses 2020: $180,765Net Income 2020: $3,2322020Revenue 2021: $248,023Expenses 2021: $199,045Net Income 2021: $48,9782021Revenue 2022: $380,738Expenses 2022: $241,665Net Income 2022: $139,0732022Revenue 2023: $360,676Expenses 2023: $352,626Net Income 2023: $8,0502023Revenue 2024: $353,608Expenses 2024: $486,260Net Income 2024: -$132,6522024

Highlighted filing

2017

Revenue$192,392
Expenses$284,332
Net Income-$91,940
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 5, 2018
Return Version
2017v2.2
Gross Receipts
$212,490
Mission and Program Overview

Mission

Trusted Mentors uses the power of mentoring to help adults establish stable lives by reducing the chaos brought about by poverty, homelessness, underemployment, and the effects of incarceration

Mentoring at risk adults trusted mentors uses the power of mentoring to provide volunteer mentors to adults at risk of homelessness; low wage earners,ex-offenders,

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$222,773$131,149▼ $91,624
Land, Buildings, and Equipment, Net$1,275$1,275→ $0
Total Assets$224,048$132,424▼ $91,624
Liabilities
Accounts Payable and Accrued Expenses$2,257$2,174▼ $83
Total Liabilities$2,257$2,174▼ $83
Net Assets / Fund Balance
Unrestricted Net Assets$221,791$130,250▼ $91,541
Total Net Assets Fund Balance$221,791$130,250▼ $91,541
Total Liabilities and Net Assets / Fund Balance$224,048$132,424▼ $91,624

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,275-$1,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeri WarnerExecutive DirectorFT$63,920$63,920

Board Members and Trustees

NameTitle
Carolyn MosbyChairperson
Joe NiermanChairperson
Tracy Perry-fortVice Chairperson
-Board Member
Aaron RoeBoard Member
Carlos CarpizoBoard Member
Charles CantrellBoard Member
Dan SnyderBoard Member
Eric CrouseBoard Member
Janet HockBoard Member
Matt OttingerBoard Member
Mckenze RogersBoard Member
Rauf KhalidBoard Member
Adam WillfondSecretary
Mike PetryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,487
Program Service Revenue
$41,100
Investment Income
$137
Other Revenue
$34,668
All Other Contributions
$51,487
Change in Net Assets
$-91,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,199
Other Expenses$53,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,023$0$0$153,023
Current Officers, Directors, Trustees, and Key Employees$63,920$0$0$63,920
Occupancy$14,585$0$0$14,585
Payroll Taxes$14,256$0$0$14,256
Office Expenses$8,497$0$0$8,497
Advertising$6,854$0$0$6,854
Other Expenses$6,224$0$0$6,224
Fees for Services Accounting$4,350$1,841$0$6,191
Insurance$5,529$0$0$5,529
Information Technology$1,978$0$0$1,978
Fees for Services Other$450$0$0$450
Conferences and Meetings$243$0$0$243
Total Functional Expenses$282,491$1,841$0$284,332
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,775
Fundraising Direct Expenses$20,098
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$31,012$31,012$2,635$28,377
Champion Bike Ride$13,842$13,842$400$13,442
Total Events$52,775$52,775$20,098$32,677
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Trusted Mentors Inc
EIN
26-2661971
Phone
3179855041
Address
546 E 17TH ST, INDIANAPOLIS, IN 46202

Signing Officer

Name
Jeri Warner
Title
Executive Director
Phone
3179855041
Signed
2018-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Warner
Formed
2008
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
250

Preparer

Firm
C P Accountant Inc
Address
1031 Shelby St, Indianapolis, IN 46203-1153
Preparer
Michael P Mccormick CPA
Phone
3172368007
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is e-mailed to all members of the Board prior to filing. The Board is requested to review the 990 in detail and forward questions, concerns or comments to the Executive Director and/or the Executive Committee.

Pt VI, Line 12C

Annually, the Board receives a summary regarding the conflict of interest policy and is required to disclose conflicts, or lack thereof, annually as well. Board members must also disclose conflicts as they arise.

Pt VI, Line 15A

The compensation of the Executive Director is set by the Finance Committee using comparability data and is then approved by the full Board.

Pt VI, Line 15B

The Finance Committee approves the compensation of all other employees, although the Executive Director is the only compensated key employee/officer.

Form 990EZ, Part I, Line 8

Credit card cash back reward

Form 990EZ, Part I, Line 16

INSURANCE EXPENSE

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES

Form 990EZ, Part I, Line 16

MARKETING EXPENSE

Form 990EZ, Part I, Line 16

MISC EXPENSE

Form 990EZ, Part II, Line 24

ACCOUNTS RECEIVABLE, NET

Form 990EZ, Part II, Line 24

EQUIPMENT

Form 990EZ, Part II, Line 26

Accounts payable and accrued expenses

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0221791
IRS990/NetAssetsOrFundBalancesEOYAmt0130250
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032677
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032677
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt014585
IRS990/OccupancyGrp/TotalAmt014585
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt08497
IRS990/OfficeExpensesGrp/TotalAmt08497
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXP
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt02582
IRS990/OtherExpensesGrp/ProgramServicesAmt16224
IRS990/OtherExpensesGrp/TotalAmt02582
IRS990/OtherExpensesGrp/TotalAmt16224
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01991
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01991
IRS990/OtherRevenueTotalAmt01991
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0153023
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153023
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt014256
IRS990/PayrollTaxesGrp/TotalAmt014256
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JERI WARNER
IRS990/PriorPeriodAdjustmentsAmt0399
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0RECYCLE FORCE & WIOA
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0272949
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0114
IRS990/PYOtherExpensesAmt049325
IRS990/PYOtherRevenueAmt032767
IRS990/PYProgramServiceRevenueAmt05000
IRS990/PYRevenuesLessExpensesAmt066151
IRS990/PYSalariesCompEmpBnftPaidAmt0195354
IRS990/PYTotalExpensesAmt0244679
IRS990/PYTotalRevenueAmt0310830
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-91940
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt041100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05666
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt06160
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt04471
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03680
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt020437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0273126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0278701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0142895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0939534
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0435
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.97890
IRS990ScheduleA/PublicSupportPY509Pct00.98290
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0969197
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt06160
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt04471
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03680
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020437
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0278126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0282701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126334
IRS990ScheduleA/Total509Grp/TotalAmt0989634
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0990069
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01275
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01275
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01275
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020098
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHAMPION BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013518
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03499
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052775
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032677
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt046
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03081
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02635
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0400
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is e-mailed to all members of the Board prior to filing. The Board is requested to review the 990 in detail and forward questions, concerns or comments to the Executive Director and/or the Executive Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, the Board receives a summary regarding the conflict of interest policy and is required to disclose conflicts, or lack thereof, annually as well. Board members must also disclose conflicts as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the Executive Director is set by the Finance Committee using comparability data and is then approved by the full Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Finance Committee approves the compensation of all other employees, although the Executive Director is the only compensated key employee/officer.

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